We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

1,457 hedge funds and large institutions have $26.1B invested in State Street Financial Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 492 increasing their positions, 540 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 80

25% more funds holding in top 10

Funds holding in top 10: 5366 (+13)

23% more capital invested

Capital invested by funds: $21.2B → $26.1B (+$4.82B)

10% more funds holding

Funds holding: 1,3281,457 (+129)

5.87% more ownership

Funds ownership: 70.59%76.45% (+5.9%)

9% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 540

46% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $10.4B

Holders
1,457
Holders Change
+129
Holders Change %
+9.71%
% of All Funds
21.24%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.96%
New
233
Increased
492
Reduced
540
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
201
Atlas Capital Advisors
Wyoming
$8M +$1.37M +39,487 +23%
LRWA
202
Long Run Wealth Advisors
New York
$7.99M +$344K +9,923 +5%
TC
203
Trilogy Capital
California
$7.97M -$13.4M -385,930 -65%
OPAM
204
Ocean Park Asset Management
California
$7.94M +$972K +28,063 +15%
SPIA
205
Steward Partners Investment Advisory
New York
$7.9M -$630K -18,204 -8%
FRM
206
Fox Run Management
Connecticut
$7.78M +$2.35M +68,000 +49%
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$7.65M -$70.1M -2,024,940 -91%
EH
208
Equitable Holdings
New York
$7.59M +$1.4M +40,424 +25%
YC
209
Yarbrough Capital
Tennessee
$7.52M
PPWP
210
Premier Path Wealth Partners
New Jersey
$7.47M +$6.78M +195,777 New
HVIA
211
Hudson Valley Investment Advisors
New York
$7.42M +$86.9K +2,510 +1%
AssetMark Inc
212
AssetMark Inc
California
$7.33M +$6.65M +192,100 +6,461%
KWM
213
Kingsview Wealth Management
Oregon
$7.26M +$840K +24,276 +14%
SCM
214
Stevens Capital Management
Pennsylvania
$7.2M +$6.63M +191,400 New
CGA
215
Crescent Grove Advisors
Illinois
$7.17M -$43.2K -1,248 -0.6%
MFG
216
Merit Financial Group
Georgia
$7.09M -$3.84M -110,887 -37%
M&T Bank
217
M&T Bank
New York
$6.98M -$1.34M -38,817 -17%
LNB
218
Ledyard National Bank
$6.97M -$185K -5,357 -3%
GIA
219
Gladstone Institutional Advisory
Florida
$6.96M +$3.04M +87,789 +90%
PPWP
220
Proquility Private Wealth Partners
Nevada
$6.93M -$2.1M -60,641 -25%
RA
221
Rise Advisors
New York
$6.91M +$91.3K +2,636 +1%
WCG
222
Wall Capital Group
Arizona
$6.89M -$178K -5,129 -3%
GI
223
GAMCO Investors
Connecticut
$6.87M -$104K -3,000 -2%
ZIG
224
Zuckerman Investment Group
Illinois
$6.82M -$195K -5,638 -3%
Cerity Partners
225
Cerity Partners
New York
$6.82M +$5.02M +145,132 +400%

XLF Hedge Fund Activity: Q4 2023 in Review

1,457 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q4 2023, worth a combined $26.1B — up 23% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new XLF positions and 80 closed out — a net gain of 153 holders — while 492 added to existing stakes and 540 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25B. The largest seller was JP Morgan Chase, cutting an estimated $364M.

  • 1,457 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q4 2023, up from 1,328 in Q3 2023.
  • Funds reported $26.1B of State Street Financial Select Sector SPDR ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 233 funds opened new State Street Financial Select Sector SPDR ETF positions in Q4 2023 and 80 closed out, a net change of +153 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.25B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q4 2023 was JP Morgan Chase, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2023.